+99.3%
MSI vs BBAI
-70.3%
+169.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -5.8% | -1.0% | -4.7% | -5.7% |
| 30D | -1.0% | -10.7% | +9.7% | -0.9% |
| 3M | +14.2% | -32.3% | +46.4% | +14.3% |
| 6M | +1.0% | -31.3% | +32.3% | +1.2% |
| YTD | +21.5% | -45.9% | +67.4% | +21.7% |
| 1Y | -2.1% | -40.0% | +37.9% | -2.0% |
| 3Y | +69.3% | +72.8% | -3.5% | +68.2% |
| 5Y | +99.3% | -70.4% | +169.7% | +88.1% |
| All | +99.3% | -70.3% | +169.6% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling